Fast Track Partner
Job Description
$100,000 plus
Responsibilities:
- Develop and deliver risk management strategies for each customer based on their risk profile
- Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
- Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
- Lead and inspire a team of dedicated professionals to achieve sales targets and deliver exceptional client service.
- Cultivate and maintain strong relationships with clients, ensuring their insurance needs are met with tailored solutions.
- Identify and pursue new business opportunities, leveraging your network and industry knowledge to expand the client base.
- Collaborate with colleagues to develop and implement innovative strategies that enhance our service offerings and drive growth.
- Provide mentorship and guidance to team members, fostering a culture of continuous learning and development.
- Analyze market trends and client feedback to inform strategic decisions and improve our competitive edge.
- Ensure compliance with industry regulations and company policies, maintaining the highest standards of integrity and professionalism.
Qualifications:
- Candidates should have basic computer skills and be able to use Microsoft Office programs
- Excellent communication, customer service, analytical, and interpersonal skills are necessary
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations
- Insurance license required
- High school diploma mandatory; four-year undergraduate degree strongly preferred
About Company
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
